Managing the business side of your creative business takes a lot of time and energy, to the point where it becomes exhausting.
The Client Onboarding Toolkit Lifetime Deal is a simple, 4-step digital course for saving you a lot of wasted effort, and endless back-and-forth communication. It will help you stop reinventing the wheel each time you bring on a new client with a straightforward onboarding process.
This digital course, accessible on any browser on any device, brings clarity to the client intake process, keeps you sane, and boosts your onboarding confidence—and your client’s confidence in you. PDF Download Included!
Onboard clients like a pro. Get lifetime access now!
The 4-Step Client Onboarding Toolkit Lifetime Deal Process:
Client Onboarding Toolkit Lifetime Deal Will Help You Achieve:
Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
Discover how to talk about and implement your contract and what to do if you get client pushback.
Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
Setup automated call scheduling to save time for you and your clients.
Establish what to say—and what not to say—on a consultation call.
Learn how to identify red flags in a consultation call and how to turn things around.
Discover how to package your services and make your pricing less complicated.
Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
See recommendations for online scheduling, signing documents online and accounting software options.
Enjoy helpful resources and templates including contract and project questionnaire templates.